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Get Institutions for : 
iShares Tr Russell 3000 Indx (IWV)  
$286.49 0.46 (0.16%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 719    47
Total shares held : 
 25,804,121  
% of shares held : 
 53.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,298,030  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $244.80  
Last Quarter's Ending Price : 
 $273.74  
Last Quarter's Average Price : 
 $254.97  
Change from last quarter's     
avg. price to the last closing  : 
31.52 (12.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 687,720
 2.67%
 
Increased Positions :
208
 1,881,066
 7.29%
 
Unchanged Positions :
226
 1,257,855
 4.87%
 
Decreased Positions :
216
-1,150,625
-4.46%
 
Closed Positions :
22
-120,131
-0.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCS CAPITAL MANAGEMENT LLC 1 - 2023-12-31 2,105,332 $576,314,000 -57,325
   BANK OF AMERICA CORP /DE/ 484 - 2023-12-31 952,987 $260,871,000 -3,912
   BANK OF NEW YORK MELLON CORP 360 - 2024-03-31 728,093 $218,486,000 -11,861
   AMERIPRISE FINANCIAL INC 431 - 2023-12-31 477,409 $130,678,000 -27,154
   UBS Group AG 356 - 2023-12-31 457,036 $125,109,000 -33,954
   EVENSKY & KATZ INC 4 - 2024-03-31 403,985 $121,228,000 -13,429
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 76 - 2023-09-30 466,979 $114,438,000 -182,622
   TLWM 2 - 2024-03-31 287,606 $86,305,000 -10,259
   PNC FINANCIAL SERVICES GROUP INC 202 - 2023-12-31 273,973 $74,997,000 -11,128
   Family Firm Inc. 1 - 2023-12-31 215,443 $58,975,000 -3,556
   CI Private Wealth LLC 211 - 2023-12-31 193,064 $52,849,000 -341,878
   MERCER GLOBAL ADVISORS INC /ADV 93 - 2023-12-31 191,882 $52,526,000 -464
   NEW YORK STATE COMMON RETIREMENT FUND 231 - 2023-12-31 187,086 $51,213,000 -4,687
   Proficio Capital Partners LLC 4 - 2023-12-31 174,129 $47,666,000 -334
   CAPTRUST FINANCIAL ADVISORS 125 - 2023-12-31 171,141 $46,848,000 -3,741
   DAVIS R M INC 38 - 2023-12-31 161,072 $44,092,000 -260
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 158,040 $43,262,000 -5,200
   TIAA FSB 84 - 2023-06-30 165,520 $42,122,000 -2,920
   COMMERCE BANK N A/MO 88 - 2023-12-31 148,552 $40,665,000 -250
   BANK OF MONTREAL /CAN/ 528 - 2023-12-31 123,624 $34,005,000 -1,426
   JONES FINANCIAL COMPANIES LLLP 56 - 2023-12-31 124,163 $33,988,000 -3,975
   Portfolio Strategies Inc. 8 - 2023-12-31 121,842 $33,764,000 -1,020
   Geneos Wealth Management Inc. - 2023-12-31 120,628 $33,021,000 -18,363
   Advisor Group Holdings Inc. 337 - 2023-12-31 112,149 $30,704,000 -32,123
   Hantz Financial Services Inc. 5 - 2023-12-31 110,967 $30,376,000 -2,853
   CAPROCK Group Inc. 10 - 2023-12-31 101,123 $27,681,000 -25
   Waldron LP 17 - 2023-12-31 98,502 $26,964,000 -266
   Strategic Financial Group LLC - 2023-12-31 97,009 $26,555,000 -6
   WARREN AVERETT ASSET MANAGEMENT, LLC 20 - 2023-12-31 93,202 $25,513,000 -1,912
   US BANCORP 267 - 2023-12-31 91,808 $25,132,000 -3,131
   Great Diamond Partners LLC 1 - 2023-12-31 90,698 $24,828,000 -921
   Hartland & Co. LLC 15 - 2023-12-31 89,670 $24,546,000 -302
   BRIGHTON JONES LLC 12 - 2023-12-31 87,671 $23,999,000 -2,048
   HB Wealth Management LLC 33 - 2023-12-31 84,973 $23,261,000 -3,572
   IEQ CAPITAL LLC 44 - 2023-12-31 83,201 $22,775,000 -77
   STAIRWAY PARTNERS, LLC 11 - 2024-03-31 73,768 $22,136,000 -3,043
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 6 - 2024-03-31 70,460 $21,144,000 -1,297
   MARINER WEALTH ADVISORS, LLC 300 - 2023-12-31 76,829 $21,031,000 -763
   Christopher J. Hasenberg Inc 5 - 2024-03-31 68,486 $20,551,000 -1,083
   TRUEPOINT, INC. 25 - 2023-12-31 64,330 $17,610,000 -71
   BKD WEALTH ADVISORS LLC 41 - 2024-03-31 56,016 $16,809,000 -362
   Compass Financial Group Inc. 2 - 2023-12-31 59,209 $16,208,000 -65
   Sontag Advisory LLC 53 - 2023-12-31 58,988 $16,147,000 -281
   OBrien Wealth Partners LLC 9 - 2024-03-31 52,309 $15,697,000 -951
   CHURCHILL MANAGEMENT GROUP /CA/ 42 - 2024-03-31 51,485 $15,450,000 -7,409
   Diversified Portfolios Inc. 11 - 2023-12-31 54,603 $14,947,000 -13
   BUCKINGHAM ASSET MANAGEMENT, LLC 72 - 2023-12-31 52,741 $14,437,000 -4,241
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 159 - 2023-12-31 48,470 $13,268,000 -12,732
   BBR PARTNERS, LLC 11 - 2023-12-31 47,988 $13,136,000 -724
   Allspring Global Investments Holdings LLC 697 - 2024-03-31 42,031 $12,613,000 -49,266
   FTB Advisors Inc. 88 - 2024-03-31 41,744 $12,527,000 -18,453
   BROWN ADVISORY HOLDINGS INC 393 - 2024-03-31 40,530 $12,162,000 -5,039
   Tanager Wealth Management LLP 12 - 2023-12-31 42,852 $11,730,000 -2,506
   IPSWICH INVESTMENT MANAGEMENT CO., INC. 5 - 2024-03-31 37,618 $11,288,000 -1,871
   Roble Belko & Company Inc 16 - 2024-03-31 37,244 $11,176,000 -685
   P-Solve LLC 7 - 2023-12-31 38,934 $10,658,000 -3,057
   TIEDEMANN WEALTH MANAGEMENT, LLC 25 - 2023-09-30 43,067 $10,597,000 -690
   FIRST HEARTLAND CONSULTANTS INC 19 - 2023-12-31 37,442 $10,249,000 -10,799
   Conservest Capital Advisors Inc. 17 - 2023-12-31 36,744 $10,058,000 -3,500
   BigSur Wealth Management LLC 4 - 2023-12-31 36,500 $9,992,000 -3,000
   Intelligence Driven Advisers LLC 15 - 2023-12-31 35,222 $9,736,000 -5,029
   PARTNERS CAPITAL INVESTMENT GROUP LLP 72 - 2023-12-31 35,061 $9,597,000 -672
   WHITTIER TRUST CO OF NEVADA INC 82 - 2023-12-31 34,903 $9,554,000 -41
   Moss Adams Wealth Advisors LLC 12 - 2023-12-31 34,323 $9,396,000 -2,267
   CITIGROUP INC 871 - 2023-12-31 33,657 $9,213,000 -128
   MML INVESTORS SERVICES LLC 404 - 2023-12-31 32,515 $8,901,000 -974
   GLENMEDE TRUST CO NA 373 - 2023-12-31 30,732 $8,413,000 -10,815
   RAYMOND JAMES & ASSOCIATES 1263 - 2024-03-31 27,773 $8,334,000 -7,597
   KOCHIS FITZ/QUINTILE LLC 42 - 2024-03-31 26,437 $7,933,000 -961
   HALBERT, HARGROVE/RUSSELL LLC 19 - 2024-03-31 25,218 $7,567,000 -1,621
   FORTE ASSET MANAGEMENT LLC 5 - 2023-12-31 25,722 $7,041,000 -1,966
   COMERICA SECURITIESINC. 52 - 2023-09-30 27,479 $6,762,000 -1,083
   FIDUCIARY TRUST CO 122 - 2023-12-31 24,359 $6,668,000 -199
   Private Advisor Group LLC 353 - 2023-12-31 23,600 $6,461,000 -54,029
   Legacy Trust 21 - 2024-03-31 21,241 $6,374,000 -1,281
   LCNB CORP 10 - 2023-12-31 23,153 $6,338,000 -10
   St. Louis Trust Co 17 - 2023-12-31 23,020 $6,302,000 -364
   Running Point Capital Advisors LLC 9 - 2023-12-31 23,007 $6,298,000 -2,665
   REBALANCE LLC 25 - 2024-03-31 18,736 $5,622,000 -1,473
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 698 - 2024-03-31 18,111 $5,435,000 -5,805
   WHITTIER TRUST CO 190 - 2023-12-31 19,560 $5,354,000 -1,639
   Chesapeake Wealth Management 10 - 2023-12-31 18,852 $5,161,000 -763
   Financial Council Asset Management Inc 8 - 2023-12-31 17,212 $4,712,000 -194
   STIFEL FINANCIAL CORP 1137 - 2023-12-31 17,052 $4,668,000 -5,420
   Gilbert & Cook Inc. 14 - 2023-12-31 16,503 $4,518,000 -194
   Ascent Wealth Partners LLC - 2023-12-31 16,438 $4,500,000 -907
   Sheets Smith Investment Management 2 - 2022-12-31 18,869 $4,452,000 -3,464
   Aquire Wealth Advisors LLC 13 - 2023-12-31 15,334 $4,198,000 -896
   HERON FINANCIAL GROUP LLC 12 - 2023-06-30 16,453 $4,187,000 -221
   Simmons Bank 81 - 2023-12-31 15,252 $4,175,000 -419
   EP WEALTH ADVISORS, INC. 182 - 2023-12-31 15,143 $4,145,000 -164
   Midwest Professional Planners LTD. 13 - 2023-12-31 14,719 $4,029,000 -1,871
   COUNTRY CLUB BANK /GFN 98 - 2024-03-31 12,547 $3,765,000 -280
   Blue Fin Capital Inc. 21 - 2023-12-31 13,681 $3,745,000 -109
   Lindbrook Capital LLC 54 - 2024-03-31 12,298 $3,690,000 -100
   FIRST HAWAIIAN BANK 126 - 2024-03-31 11,978 $3,594,000 -444
   TWIN FOCUS CAPITAL PARTNERS, LLC 38 - 2023-12-31 12,926 $3,538,000 -350
   Edge Capital Group LLC 99 - 2023-12-31 12,892 $3,529,000 -2,214
   WEALTH BUILDERS 33 - 2023-12-31 12,560 $3,438,000 -264
   Beacon Pointe Advisors LLC 378 - 2023-12-31 11,627 $3,183,000 -719
  100 Records found
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